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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1476
TCV Trust & Wealth Management
Virginia
$424K +$101K +2,055 +30%
EFM
1477
E Fund Management
China
$423K -$10.5K -213 -2%
RWA
1478
River Wealth Advisors
Pennsylvania
$423K +$295 +6 +0.1%
1WM
1479
1900 Wealth Management
Texas
$421K -$48.9K -994 -10%
OFS
1480
OneAscent Financial Services
Alabama
$420K +$431K +8,745 New
BFO
1481
Biltmore Family Office
North Carolina
$418K -$95.8K -1,945 -18%
PA
1482
PSI Advisors
Florida
$418K -$40.1K -815 -9%
EFSCE
1483
Enterprise Financial Services Corp (EFSC)
Missouri
$417K -$31.6K -642 -7%
LD
1484
Lipe & Dalton
New York
$417K – – –
GIM
1485
Greylin Investment Management
Virginia
$416K -$16.2K -329 -4%
IFWM
1486
Institute for Wealth Management
Colorado
$416K -$4.68K -95 -1%
IHWM
1487
Iron Horse Wealth Management
Iowa
$415K -$8.86K -180 -2%
OL
1488
Optas LLC
Texas
$414K -$194K -3,939 -31%
WAP
1489
Wealthcare Advisory Partners
Pennsylvania
$414K +$59.2K +1,203 +16%
CPA
1490
Court Place Advisors
Maryland
$412K -$37.6K -764 -8%
SC
1491
Schulhoff & Co
Ohio
$411K – – –
CIC
1492
Crawford Investment Counsel
Georgia
$404K -$149K -3,029 -26%
B
1493
Bailard
California
$404K -$3.69K -75 -0.9%
BG
1494
Bollard Group
Massachusetts
$404K – – –
MBTD
1495
Mechanics Bank - Trust Department
California
$404K – – –
IAG
1496
Investment Advisory Group
Massachusetts
$404K +$337K +6,841 New
NPA
1497
Nichols & Pratt Advisers
Massachusetts
$403K – – –
WC
1498
Woodstock Corp
Massachusetts
$403K – – –
CA
1499
Cornerstone Advisory
Maryland
$403K +$9.21K +187 +2%
SWM
1500
Silverlake Wealth Management
Vermont
$402K +$413K +8,382 New
58 59
60
61 62